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Smartleaf Asset Management’s Willis Lease Finance WLFC Stock Holding History

Smartleaf Asset Management’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.9K Hold
798
– – ﹤0.01% 1427
2026
Q1 		$43.4K Sell
798
-207
-21% -$12.4K ﹤0.01% 1530
2025
Q4 		$46.2K Buy
+1,005
New +$43.3K ﹤0.01% 1594

Other funds holding WLFC

MI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smartleaf Asset Management's WLFC Position: Q2 2026 in Review

Smartleaf Asset Management held its Willis Lease Finance (WLFC) position steady in Q2 2026 at 798 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Smartleaf Asset Management first reported a position in WLFC in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Smartleaf Asset Management held 798 shares of Willis Lease Finance worth $59.9K as of Q2 2026.
  • Smartleaf Asset Management left its Willis Lease Finance share count unchanged in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1427 holding.
  • Smartleaf Asset Management first reported a position in Willis Lease Finance in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.